Posted by Cipta > 2024-04-25 16:19 | Report Abuse

https://theedgemalaysia.com/node/709239

Posted by Cipta > 2024-04-25 16:24 | Report Abuse

Due to higher CPO price, Utd Plantation 1Q24 NP rises 18.5%. UP has gain over 100% since last year. If MKHOP has similar NP trend and follow the footstep of UP, MKHOP can hit RM1.20 in this year.

Posted by Hero Z > 2024-04-25 20:00 | Report Abuse

Congratulation to shareholders :It is reported 16 M for 2nd Q , 1st Q 10.448 with totally 26.467 m. The impressive result was due to increase of averaging price of CPO and PK ,plus with 1.4 m of biological asset gain ...
The Debt & borrowing only around 0.5m with cash & Bank balance of 89.5m from 72m.

Posted by Hero Z > 2024-04-25 20:36 | Report Abuse

The key information from the page of 30 of circular, For the Expansion of land banks for
plantation ,It is estimated land area is approximately 5,000 hectares with an area for planting of approximately 4,000 to 4,500 hectares . Subject to the successful negotiation and feasibility study to the satisfaction ,the timeline for the acquisition is expected to be done at 2nd quarter of 2024. so the planted area will be increasing from 17000 to approximately 21,5000 after few years of cultivation and planting.
2.8 Dividend policy (page of 11) : intends to recommend and distribute a dividend of at least 50% of annual
audited consolidated PAT attributable to the owners from financial year ending 2024 ...

Posted by Hero Z > 2024-04-25 20:41 | Report Abuse

Ke Qing..since the EPS has been increasing nicely after 2nd Q financial result ...so the target price / future value will be adjusted

Posted by BE_GREEEEEDY > 2024-04-25 21:14 | Report Abuse

UP jumped profit.....
thanks to higher crude palm oil (CPO) and palm kernel (PK) prices

MKH OIL PUMP TOO.....$$$$$
RM 1.60 NO PROBLEM

Posted by speakup > 2024-04-25 21:28 | Report Abuse

look like the Chen family going to goreng Mkhop on IPO day

Posted by Hero Z > 2024-04-25 21:58 | Report Abuse

Enough, what wrong with u? keep to make noise and misleading investors? wasting space on here, dont u see the profit has been improving from 10.448 m ( first Q) to 16m ( 2nd Q) . We share the good and useful information ..but u come with bad intention.

Posted by Cipta > 2024-04-25 22:04 | Report Abuse

https://www.thestar.com.my/business/business-news/2024/04/25/mkhop-posts-rm16mil-net-profit-in-2q24

Posted by Cipta > 2024-04-25 22:07 | Report Abuse

MKHOP net profit for the first six months has already reached RM26.5mil, compared to RM30.4mil for the entire financial year ended Sept 30, 2023 (FY23), The valuation of the stock will be double up since its np going to double up compare to 2023.

Posted by calvintaneng > 2024-04-26 09:08 |

Post removed.Why?

Posted by calvintaneng > 2024-04-26 09:09 | Report Abuse

IKN NUSANTARA

In year 2005 (Almost 2 decades ago) TSH Resources bought 94,700 Acres land near here for as low as Rm4,500 an acre.

Today it is worth from Rm200,000 to Rm4.2 Millions per acre

https://www.youtube.com/watch?v=mG-l5pnoNYw

Posted by Cipta > 2024-04-26 09:44 | Report Abuse

If the land surrounding Nusantara is valued at RM200k per acre, that's 10X the valuation of MKHOP's land bank. Even if it sold for RM80k per acre, it would still be 4X the valuation of MKHOP. Are you kidding?

Posted by Keqing Tan > 2024-04-26 10:23 | Report Abuse

lets see listing day price since good qr

Posted by OneOracle > 2024-04-26 10:31 | Report Abuse

US is officially in stagflation.
Back in 70s stagflation period.
Commodity went up crazy.
Soybean oil went up from 10 to 50 usd in 2 -3 yrs time.
No record for palm oil then.

MKHOP , TSH and other plantation counters are in a very bullish environment.
Following later by Johor plantation ipo.
Plantation will be hot in 2024 and 2025.
3 Singapore banks
(UBS AG Singapore, UOB Kay Hian Pte. Ltd, DBS Bank Ltd.,
1 Singapore investment fintech platform (iFAST Financial Pte. Ltd)
already loaded more than 12% share in TSH.
They are hedging against stagflation.

Posted by Hero Z > 2024-04-26 12:03 | Report Abuse

lets we suggest / ask to admin for suspend to who has been making wrong place for any sharing or misleading info...many of them still go to support his share at here due to wasting resource and space .......we are not interested your shares at all...pls dont make comparison based on your wrong analysis...dont mixed the IPO listing shares with the listed shares ..pls dont come again as your analysis gets no point to support ..THANKS.....

Posted by EZMONEY13 > 2024-04-26 12:24 | Report Abuse

But palm oil price keeps dropping , how all the palm oil stocks are able to sustain ?

Posted by 2Invest > 2024-04-26 15:36 | Report Abuse

Net Assets per share attributable to shareholders of the Company (RM) Post-IPO is about 45sen

Now the question is do you think it's ok to spend 17sen/share for this? Because that's the actual cost to all except BIG Boss & existing MKH share owners

Posted by Cipta > 2024-04-26 16:21 | Report Abuse

At a price of 62 cents, you have the opportunity to own a prime palm oil estate with a mill for RM14k per acre. Do you think this is an overspend?

Posted by Hero Z > 2024-04-26 22:17 | Report Abuse

the 0.45 is not the real figure!!!!!!!!!!!!!
NA per share : After distribution & public issue is around 0.587 based on 1023,591,000
NA per share : After public issue & utilization of proceed is estimated around 0.57

Posted by Hero Z > 2024-04-26 22:24 | Report Abuse

The expected gross proceeds from the Public Issue amounted to RM136.4 million which minus 9.98m of listing expenses, equal of 126.42 m will be added with 89.55m to earn more interest income in very short time. mostly are planned for capital expenditure ,repayment and working capital for generating more future income.

Posted by Hero Z > 2024-04-26 22:30 | Report Abuse

shareholders are expected to get dividend of at least 50% of annual
audited consolidated PAT at the estimated timeframe around 5 months plus after the announcement of 2nd Q result

Posted by calvintaneng > 2024-04-27 10:14 |

Post removed.Why?

Posted by speakup > 2024-04-27 11:39 | Report Abuse

👍

Posted by Hero Z > 2024-04-27 12:49 | Report Abuse

pls go to your original place...as many have been make complaints that u had been asked to buy and support when the price was getting down from 1.75,1.70, 1.65...what about the price now???????they had evidence about the call u made at group..dont they file the report to related party about u???now u still dare to promote at here?pls dont make any hurt for here.

Posted by calvintaneng > 2024-04-27 22:25 | Report Abuse

Posted by Hero Z > 9 hours ago | Report Abuse

pls go to your original place...as many have been make complaints that u had been asked to buy and support when the price was getting down from 1.75,1.70, 1.65...what about the price now???????they had evidence about the call u made at group..dont they file the report to related party about u???now u still dare to promote at here?pls dont make any hurt for here.

Nothing wrong if price up or down if Value is Intact

See Jtiasa also went to to Rm1.13
Then Jaya Tiasa was down to 60 sen
Now Jaya Tiasa is up again to Rm1.29

So Tsh down from Rm1.79 does not mean it will be down forever
In fact we bought 700,000 shares of Jtiasa when it corrected to 60 plus sen
And now it doubled

So same for TSH as its lands are nearer to Ikn Nusantara Titik Nol

See Bongan lands are SO NEAR that prices of lands command the highest prices

Posted by calvintaneng > 2024-04-27 22:30 | Report Abuse

See this IMPORTANT INFO

The concept of developing a new road network to several areas such as Senoni (Kutai KartanegaraRegency), Gusig (West Kutai Regency) and Tukuq (Central Kalimantan Province Border). These threeareas were chosen because they have potential resources and local culture which of course alsoconsider the potential for regional development and new economic growth areas. The results of theanalysis show that the addition of shortcuts to IKN from these three areas can improve theconnectivity and accessibility of the road network around IKN relatively significantly

Gusik (Gusiq in Malay) is in West Kutai

And West Kutai where TSH got 80,000 acres of lands are very near to Titik Nol Ikn Nusantara

They have "ECONOMIC DEVELOPMENT POTENTIAL

Can read whole article

https://www.researchgate.net/publication/377267277_Road_Network_Connectivity_in_Supporting_IKN_NUSANTARA_The_New_National_Capital_City_Development_in_East_Kalimantan_Indonesia

Posted by calvintaneng > 2024-04-27 22:30 | Report Abuse

See this IMPORTANT INFO

The concept of developing a new road network to several areas such as Senoni (Kutai KartanegaraRegency), Gusig (West Kutai Regency) and Tukuq (Central Kalimantan Province Border). These threeareas were chosen because they have potential resources and local culture which of course alsoconsider the potential for regional development and new economic growth areas. The results of theanalysis show that the addition of shortcuts to IKN from these three areas can improve theconnectivity and accessibility of the road network around IKN relatively significantly

Gusik (Gusiq in Malay) is in West Kutai

And West Kutai where TSH got 80,000 acres of lands are very near to Titik Nol Ikn Nusantara

They have "ECONOMIC DEVELOPMENT POTENTIAL

Can read whole article

https://www.researchgate.net/publication/377267277_Road_Network_Connectivity_in_Supporting_IKN_NUSANTARA_The_New_National_Capital_City_Development_in_East_Kalimantan_Indonesia

Posted by Ravi1969 > 2024-04-27 22:44 | Report Abuse

Yada yada yada

Posted by calvintaneng > 2024-04-27 22:44 | Report Abuse

Extracted from TSH 2023 Annual Report

Desa Penawai, Bekokong
Makmur, Kecamatan Bongan
Jempang & Desa Jambuk,
Muara Gusik Penawai,
Tanjung Sari, Kecamatan
Bongan & Desa Jambuk
Makmur, Kecamatan Bongan
Desa Muara Siram, Siram
Jaya, Resak Kampung,
Kecamatan Bongan, Desa
Resak, Kecamatan Bongan,
Kabupaten Kutai Barat,
Provinsi Kalimantan Timur


Note:

Muara Gusik

This is where WEST KUTAI CONNECTS WITH IKN NUSANTARA!

1 second ago

Posted by calvintaneng > 2024-04-27 22:46 | Report Abuse

These three areas were chosen because they have potential resources and local culture which of course also consider the potential for regional development and new economic growth areas

YES! WEST KUTAI

were chosen because they have potential resources and local culture which of course also consider the potential for regional development and new economic growth areas

Posted by calvintaneng > 2024-04-27 22:51 | Report Abuse

Study these VERY CAREFULY

https://www.researchgate.net/publication/377267277_Road_Network_Connectivity_in_Supporting_IKN_NUSANTARA_The_New_National_Capital_City_Development_in_East_Kalimantan_Indonesia

Posted by calvintaneng > 2024-04-27 22:51 | Report Abuse

pagac22

What is the current valuation of TSH Resources' land in IKN Nusantara, and why is it considered undervalued compared to other companies in the market?

Good question

Answer:

BECAUSE TSH OWNS 80,000 ACRES LAND IN BONGAN, WEST KUTAI

And these are the asking prices of lands in Kalimantan

1. North Kalimantan (Tanjong Selor)
Asking price: Rm180,000 per acre

2. EAST KUTAI
Asking price Rm300,000 to Rm500,000 per acre

3. WEST KUTAI
Rm3 Millions to Rm4.2 Millions per acre

WHY BONGAN, WEST KUTAI LANDS GOT SUCH ASTRONOMICAL ASKING PRICES?

Answer:

BECAUSE IT IS VERY VERY NEAR TO IKN NUSANTARA TITIK NOL

AND NOW PEOPLE KNOW GOT "ECONOMIC DEVELOPMENT POTENTIAL"

See

GUSIK (GUSIQ IN MALAY) IS ONE OF 3 CONNECTING ROAD TO WEST KUTAI

https://www.researchgate.net/publication/377267277_Road_Network_Connectivity_in_Supporting_IKN_NUSANTARA_The_New_National_Capital_City_Development_in_East_Kalimantan_Indonesia

7 minutes ago



calvintaneng

Extracted from TSH 2023 Annual Report

Desa Penawai, Bekokong
Makmur, Kecamatan Bongan
Jempang & Desa Jambuk,
Muara Gusik Penawai,
Tanjung Sari, Kecamatan
Bongan & Desa Jambuk
Makmur, Kecamatan Bongan
Desa Muara Siram, Siram
Jaya, Resak Kampung,
Kecamatan Bongan, Desa
Resak, Kecamatan Bongan,
Kabupaten Kutai Barat,
Provinsi Kalimantan Timur


Note:

Muara Gusik

This is where WEST KUTAI CONNECTS WITH IKN NUSANTARA!

Posted by calvintaneng > 2024-04-28 19:54 | Report Abuse

Gusig (Gusik, West Kutai)
will be the nearest and fastest access to Ikn Nusantara

just like JB CBD/ Ciq kastam to Woodland in Singapore

Posted by Cipta > 2024-04-29 10:46 | Report Abuse

Thank you for providing this information, Calvin. I believe that if MKHOP shows an overwhelming response in her initial performance, the spillover effect will also reach TSH.

Posted by vinwkm > 2024-04-29 14:17 | Report Abuse

P/E ratios is 9.9 now ? Instead of 20 ?

Posted by samlew > 2024-04-29 15:08 | Report Abuse

Tomorrow is the listing date! For those that got their shares good luck! With such good profit reporting for Q2 2024, it has the potential to be one of the star IPO of year!

https://klse.i3investor.com/web/blog/detail/ceomorningbrief/2024-04-26-story-h-182821291-MKH_Oil_Palm_Posts_RM16_Mil_Net_Profit_in_2Q_Q_o_q_Up_44_Ahead_of_Main_

Posted by vinwkm > 2024-04-29 15:18 | Report Abuse

👍 tqtq. Hope everyone here make profit.💪💪💪

Posted by calvintaneng > 2024-04-29 16:07 | Report Abuse

🌴🌴🌴 🔥🔥🔥

Posted by ericlee18 > 2024-04-30 07:54 | Report Abuse

mari kita goreng minyak cap kajang

Posted by samlew > 2024-04-30 08:42 | Report Abuse

Ready Set Go!

Posted by Wan Nee > 2024-04-30 08:42 | Report Abuse

0.635

Posted by OKU_2020 > 2024-04-30 09:05 | Report Abuse

RUNNNNNNNNNNNN for our lives
BOOOO CHOWWW CCCCCCCCCCC

Posted by speakup > 2024-04-30 09:12 | Report Abuse

Sold mine d

Posted by calvintaneng > 2024-04-30 09:14 | Report Abuse

no need to run

hold

Posted by speakup > 2024-04-30 09:15 | Report Abuse

Run to Jtiasa better
Mkhop PE is 3x higher than Jtiasa

Posted by calvintaneng > 2024-04-30 09:20 | Report Abuse

MkhOp lands 45,000 acres book value per acre only Rm14,000 is very cheap

location is north of Ikn Nusantara

West Kutai now Rm3 million to Rm4.2 millions per acre

In Kutai East lands prices also up at Rm300,000 to Rm500,000 an acre

when time is ripe when development arrives these lands will be repurposed as commercial or residential or
industrial use

So can buy and hold long term

meanwhile from operations there is good production of Ffb

so if got weakness just buy and hold

Both MkhOp and Tsh Resources will see great price appreciation for years to come just like Bplant which got gold mine lands

Posted by harryliew > 2024-04-30 09:21 | Report Abuse

I am holding mine for now - the Q2 profit + CPO price higher than RM4000 / mt - it shall be a good long term investment!

Posted by Willieyong > 2024-04-30 09:27 | Report Abuse

Runnnnnnn

Posted by calvintaneng > 2024-04-30 09:30 |

Post removed.Why?